ALBION FINANCIAL GROUP /UT Q1 2023 Filing

Filed April 18, 2023

Portfolio Value

$1.1B

Holdings

446

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (446 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
310,804$116.9T10693270.74%
2
LVHDLEGG MASON ETF INVT
2,002,220$74.6T6828769.43%
3
IWRISHARES TR
921,082$64.4T5891888.67%
4
AAPLAPPLE INC
349,508$57.6T5272687.21%
5
MSFTMICROSOFT CORP
138,194$39.8T3644921.38%
6
VCSHVANGUARD SCOTTSDALE FDS
489,814$37.3T3415953.52%
7
IJRISHARES TR
338,759$32.8T2996901.46%
8
GOOGLALPHABET INC
263,406$27.3T2499682.54%
9
VEUVANGUARD INTL EQUITY INDEX F
466,709$25.0T2283028.61%
10
BRK/BBERKSHIRE HATHAWAY INC DEL
69,771$21.5T1970901.22%
11
AMZNAMAZON COM INC
198,709$20.5T1877719.13%
12
HDHOME DEPOT INC
66,062$19.5T1783641.47%
13
IGIBISHARES TR
375,851$19.3T1763269.82%
14
UNHUNITEDHEALTH GROUP INC
37,635$17.8T1627164.31%
15
JPSTJ P MORGAN EXCHANGE TRADED F
351,959$17.7T1620271.29%
16
JPMJPMORGAN CHASE & CO
131,878$17.2T1572187.51%
17
IBBISHARES TR
129,714$16.8T1532738.46%
18
FISVFISERV INC
141,843$16.0T1466751.23%
19
TMOTHERMO FISHER SCIENTIFIC INC
27,082$15.6T1428050.44%
20
SPYSPDR S&P 500 ETF TR
37,539$15.4T1405965.80%
21
LMTLOCKHEED MARTIN CORP
32,464$15.3T1404000.23%
22
SBUXSTARBUCKS CORP
144,193$15.0T1373645.80%
23
ORCLORACLE CORP
161,049$15.0T1369057.59%
24
VVISA INC
64,903$14.6T1338722.38%
25
COSTCOSTCO WHSL CORP NEW
29,112$14.5T1323328.30%
26
ACNACCENTURE PLC IRELAND
48,717$13.9T1273826.58%
27
XLRESELECT SECTOR SPDR TR
348,201$13.0T1190759.82%
28
HONHONEYWELL INTL INC
61,928$11.8T1082805.75%
29
DISDISNEY WALT CO
81,324$8.1T744968.31%
30
CSCOCISCO SYS INC
154,872$8.1T740664.81%
31
MCDMCDONALDS CORP
28,570$8.0T730832.35%
32
QCOMQUALCOMM INC
59,430$7.6T693654.44%
33
UPSUNITED PARCEL SERVICE INC
37,903$7.4T672678.79%
34
NDQINVESCO QQQ TR
22,192$7.1T651572.87%
35
BLKCHFBLACKROCK INC
10,580$7.1T647656.17%
36
UNPUNION PAC CORP
33,313$6.7T613379.65%
37
PEPPEPSICO INC
36,233$6.6T604290.51%
38
AVGOBROADCOM INC
10,275$6.6T603059.84%
39
CRBNISHARES TR
42,628$6.3T576945.89%
40
DYHTARGET CORP
37,853$6.3T573580.21%
41
AMGNAMGEN INC
24,905$6.0T550816.47%
42
SDYSPDR SER TR
47,419$5.9T536675.84%
43
GEGENERAL ELECTRIC CO
59,611$5.7T521361.71%
44
DGRWWISDOMTREE TR
89,372$5.6T509709.96%
45
PAYXPAYCHEX INC
47,194$5.4T494756.20%
46
JUSTGOLDMAN SACHS ETF TR
88,950$5.2T477450.89%
47
PGPROCTER AND GAMBLE CO
34,763$5.2T472883.17%
48
KMBKIMBERLY-CLARK CORP
38,471$5.2T472395.28%
49
SOSOUTHERN CO
72,136$5.0T459188.35%
50
DWDMORGAN STANLEY
55,620$4.9T446766.20%
51
SRLNSSGA ACTIVE ETF TR
112,678$4.7T427387.90%
52
IBMINTERNATIONAL BUSINESS MACHS
35,015$4.6T419929.68%
53
MAINMAIN STR CAP CORP
115,498$4.6T416952.36%
54
EDCONSOLIDATED EDISON INC
47,534$4.5T416039.88%
55
MRKMERCK & CO INC
41,640$4.4T405292.65%
56
CLXCLOROX CO DEL
27,986$4.4T405146.36%
57
TSLATESLA INC
20,098$4.2T381453.95%
58
WECWEC ENERGY GROUP INC
42,539$4.0T368896.58%
59
AQLTISHARES TR
33,160$3.9T355486.28%
60
PRFZINVESCO EXCHANGE TRADED FD T
22,440$3.7T337750.80%
61
BACVERIZON COMMUNICATIONS INC
94,859$3.7T337499.21%
62
MUBISHARES TR
34,075$3.7T335867.28%
63
GPCGENUINE PARTS CO
21,121$3.5T323289.23%
64
KRMDKORU MEDICAL SYSTEMS INC
825,361$3.5T318648.06%
65
FQIDIGITAL RLTY TR INC
32,413$3.2T291524.64%
66
AFLAFLAC INC
47,345$3.1T279462.39%
67
JMSTJ P MORGAN EXCHANGE TRADED F
58,284$3.0T270821.08%
68
CVXCHEVRON CORP NEW
17,129$2.8T255682.24%
69
DDOMINION ENERGY INC
49,938$2.8T255432.12%
70
8CWCROWN CASTLE INC
18,867$2.5T231016.88%
71
TXNTEXAS INSTRS INC
12,973$2.4T220760.65%
72
SHESPDR SER TR
28,481$2.4T216005.39%
73
PGXINVESCO EXCH TRADED FD TR II
199,860$2.3T209904.92%
74
PFFISHARES TR
72,985$2.3T208458.80%
75
CUBECUBESMART
44,216$2.0T186967.72%
76
ENPHENPHASE ENERGY INC
9,629$2.0T185239.73%
77
ABBVABBVIE INC
12,443$2.0T181420.56%
78
HASHASBRO INC
34,508$1.9T169496.91%
79
MMM3M CO
17,262$1.8T165993.09%
80
GBDCGOLUB CAP BDC INC
133,225$1.8T165271.99%
81
TAT&T INC
93,683$1.8T164985.73%
82
GEHCGE HEALTHCARE TECHNOLOGIES I
19,810$1.6T148666.18%
83
MDTMEDTRONIC PLC
19,545$1.6T144156.19%
84
NNNNATIONAL RETAIL PROPERTIES I
35,449$1.6T143182.41%
85
CUTINVESCO EXCH TRADED FD TR II
52,000$1.6T141986.14%
86
AWCAMERICAN WTR WKS CO INC NEW
10,480$1.5T140450.82%
87
LEGLEGGETT & PLATT INC
47,496$1.5T138525.68%
88
ARCCARES CAPITAL CORP
79,325$1.4T132624.10%
89
JNJJOHNSON & JOHNSON
9,096$1.4T128984.33%
90
PTONPELOTON INTERACTIVE INC
121,000$1.4T125531.65%
91
IFFINTERNATIONAL FLAVORS&FRAGRA
14,914$1.4T125472.37%
92
CRMSALESFORCE INC
6,847$1.4T125143.20%
93
EWCISHARES INC
39,000$1.3T121952.71%
94
AG8AGILENT TECHNOLOGIES INC
9,451$1.3T119613.60%
95
EWHISHARES INC
63,000$1.3T118442.40%
96
VIGVANGUARD SPECIALIZED FUNDS
8,387$1.3T118170.86%
97
GOOGALPHABET INC
12,360$1.3T117599.81%
98
XYLXYLEM INC
12,182$1.3T116686.41%
99
BBHYJ P MORGAN EXCHANGE TRADED F
28,337$1.3T116478.37%
100
FSSFEDERAL SIGNAL CORP
22,966$1.2T113898.92%
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